How much do Lic Mf Balanced Advantage Fund and Nippon India Equity Hybrid Fund overlap?

They share 15 common holdings, a weighted portfolio overlap of about 23.57% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 23.57% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Lic Mf Balanced Advantage Fund vs Nippon India Equity Hybrid Fund

LIC MF · HybridNippon India MF · Hybrid· as on May 2026

Weighted portfolio overlap

23.57%

Moderate overlap

Common

Only Lic

Only Nippon

15 of 110 unique stocks in common · Jaccard: 13.6%

Common holdings

Stock	in Lic	in Nippon
HDFC BankBanks	4.83%	5.10%
ICICI BankBanks	4.55%	5.13%
Larsen & ToubroConstruction	2.58%	3.62%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	2.58%	2.98%
Axis BankBanks	1.55%	3.09%
NTPCPower	1.30%	3.04%
Bharti AirtelTelecom - Services	1.21%	2.57%
Tata SteelFerrous Metals	1.55%	1.21%
Mahindra & MahindraAutomobiles	0.98%	1.44%
Interglobe AviationTransport Services	0.70%	0.96%
Tata Power CompanyPower	1.40%	0.64%
Tata Motors Passenger VehiclesAutomobiles	0.53%	0.43%
Tech MahindraIT - Software	0.50%	0.39%
Apollo Hospitals EnterpriseHealthcare Services	0.37%	0.68%
HCL TechnologiesIT - Software	0.25%	1.03%

FAQ

How much do Lic Mf Balanced Advantage Fund and Nippon India Equity Hybrid Fund overlap?: They share 15 common holdings, a weighted portfolio overlap of about 23.57% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 23.57% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on May 2026). Equity holdings only, ISIN-verified. Not investment advice.